How to Choose a Board Portal

Board portals make preparing for meetings easier by allowing members to see the meeting materials, communications from other directors along with organizational policies and duties all in one location. They also save the organization significant amounts of money because they eliminate the need to distribute meeting materials by email and postage.

When choosing a board portal, look for an intuitive design that is simple for your board and the other governance leaders to use on their preferred devices. Examine the reputation of the vendor and services, too. Make sure they can answer questions you have, provide training and address problems with the software.

Meeting preparation is simplified by a board portal’s agenda builder and it’s easy to add security to private pages, hyperlinkable outlines and more. It’s also possible for you to create a template for meeting minutes in accordance with the agenda, which will reduce preparation time.

During meetings, being able to access documents immediately is crucial. The most current information is crucial for making better decisions and avoiding delays. Board portals enable members to access the necessary information and documents via their smartphones, tablets, or laptops. This eliminates the need to receive and request paper documents, or even transport them to a meeting location.

A paperless board meeting system can also support more sustainable business practices and enhance ESG goals. Board management software can reduce environmental impact up to 95% when compared to traditional board packs.

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